Jonathan’s wide-ranging experience (spanning over 28 years) has given him the ability to explain investments in a simple yet logical fashion, making him a tremendous financial adviser.
Jonathan has always been passionate about providing comprehensive, meticulous financial planning advice, so when he established Beckworth in 2001 he ensured that Beckworth had the most robust and diligent processes and he made it his objective to employ the very best possible team – a team which helps with every aspect of investment management. With Beckworth’s tried and tested 14 years of experience in fund management and helping clients, this clearly demonstrates that his diligent approach is working.CloseNext
Jonathan was born in Exeter and is married to Jane (who is an Ophthalmic Optician) and they have two grown up children. When Jonathan is not out and about seeing clients you’ll find him “on the water” (well, mostly on Exmouth’s floating café) or on his motorbike “green laning” around East Devon.
Financial Adviser/Compliance Manager
Louise has over 25 years’ experience in the Financial services industry and joined Beckworth in 2008, having previously worked in banks, building societies and investment companies in a variety of financial roles.
She qualified as an Independent Financial Adviser in 1999 and believes that the most enjoyable part of her job is building and maintaining strong relationships with clients.CloseNextPrevious
Louise was born in Lincolnshire but having lived and worked in Devon for over 30 years, considers it to be her home. She is married to Andrew and they have one grown-up daughter who lives and works in London. Louise enjoys the outdoors and most weekends will find her walking the moors or the coastal paths with Andrew and their chocolate Labrador, Lottie. She is also passionate about Formula 1, attending Grands Prix both in the UK and abroad.
Noemie joined the team in 2014 and has excelled in her studies to become a Paraplanner. She is also a valued member of Beckworth’s Investment Committee which meets monthly to review and select funds for clients’ portfolios.
In her spare time, Noemie has a love of food and experimenting with new recipes. She loves to travel and has been fortunate enough to travel all over the world including a period living in Australia. Now back in her home town of Exeter, she enjoys spending most weekends out and about exploring the UK with friends and family. Noemie is married to Sion and they have one young daughter.CloseNextPrevious
Shelley has worked in the Financial Services industry since 2002 in a variety of roles including as a Branch Manager and Financial Adviser within a major Building Society and latterly as a Paraplanner within two IFA practices.
She has accumulated a wealth of knowledge within the investment and pension sector and will assist Noemie with research and report writing, as well as being able to provide clients with technical queries.CloseNextPrevious
Shelley lives in Newton Abbot with her two children - they are often found bike riding, at the rugby or cuddling up with a movie. In her spare time she loves eating out with friends, listening to live music and sampling the latest gin!
Jessica joined Beckworth in October 2015 as part of the administration team after working in the hospitality sector over the last seven years. Her exceptional customer service skills and enthusiastic attitude have seen her progress very quickly and she now heads up the Administration Department.
Jessica grew up in Nottinghamshire and moved to Devon at the age of 16 along with her close family. After spending three years on the Isles of Scilly, where she met her husband Liam, she decided to make Devon her home in October 2014. She loves spending time with family and friends - be it socialising at one of Devon’s fabulous pubs or restaurants, watching the rugby, heading off on a weekend away, or down on the beach during the summer. In the colder months she is more likely to be found curled up on the sofa with a good book sampling some home cooked food.CloseNextPrevious
Stefanie is the most recent addition to the administration team, with ten years' experience working for successful, market leading companies in the retail sector. She bring with her effective organisation and planning skills.
When she's not at work, Stefanie loves painting and being creative. She uses acrylic paints and especially loves painting portraits of pets. She has also recently painted a few murals for friends' nursery walls! She also really enjoys going to the beach for a surf as much as possible and loves good walks around Devon with her Cockapoo called Colin!CloseNextPrevious
Office Accountant and Bookkeeper
Alison brings a background in banking and financial services to the Beckworth team.
When not working on Beckworth projects she can be found wandering the Devon countryside with her Cocker Spaniel.CloseNextPrevious
Website & Social Media Co-ordinator
Maria helps to manage the Beckworth website, video production and a wide range of social media accounts.
Maria was born and brought up in Sidmouth and, after a few years away at university in Birmingham and France, settled back where her heart is, in the South West. She has worked for a range of local organisations managing digital projects. She now lives in Mid-Devon with her young family. She enjoys long runs and short walks. These both help justify the amount of home-made cake she consumes. She plays keyboards and sings in a covers band. Summer weekends find her camping in her VW campervan or gardening amongst her chickens. ClosePrevious